+330.6%
RKLB vs VRSN
+34.7%
+295.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.1% |
| 7D | +15.9% | +1.4% | +14.5% | +15.1% |
| 30D | +4.0% | +3.9% | +0.1% | +1.9% |
| 3M | -23.2% | +9.3% | -32.5% | -27.1% |
| 6M | -50.4% | +6.7% | -57.1% | -53.5% |
| YTD | -11.8% | +30.0% | -41.8% | -29.0% |
| 1Y | +36.0% | +26.0% | +10.0% | +11.8% |
| 3Y | +1,321.0% | +53.1% | +1,267.9% | +833.5% |
| All | +330.6% | +34.7% | +295.9% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling